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Portfolio (Quarterly) Guide ↗

TSFG, LLC

· CIK 0001800513
13F Portfolio $794M AUM 891 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 105 New 220 Added 154 Reduced 70 Exited
Page 30 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MTB M&T BANK Financial Services 51.0 $12K 0.00% $235.29 +1.3%
582 MELI MERCADOLIBRE INC Consumer Cyclical 7.0 $12K 0.00% -15.0 -68.2% $1714.29 +12.1%
583 RF REGIONS FINANCIAL Financial Services 411.0 $12K 0.00% NEW $29.20 +3.5%
584 AIPO TIDAL DEFIANCE 370.0 $12K 0.00% NEW $32.43 -10.7%
585 YELP YELP INC Communication Services 500.0 $12K 0.00% $24.00 -1.7%
586 EATON VANCE 1,204.0 $12K 0.00% +50.0 +4.3% $9.97
587 BGY BLACKROCK ENHANCED Financial Services 2,000.0 $11K 0.00% $5.50 +5.1%
588 CMCSA COMCAST CORP Communication Services 433.0 $11K 0.00% $25.40 +4.0%
589 DOV DOVER CORP Industrials 50.0 $11K 0.00% -40.0 -44.4% $220.00 -9.1%
590 EMR EMERSON ELECTRIC Industrials 78.0 $11K 0.00% +1.0 +1.3% $141.03 +9.7%
591 VMO INVESCO MUNICIPAL Financial Services 1,136.0 $11K 0.00% $9.68 +0.1%
592 IETC ISHARES U S 101.0 $11K 0.00% +1.0 +1.0% $108.91 -1.1%
593 ICOP ISHARES COPPER 229.0 $11K 0.00% $48.03 +18.2%
594 JAAA JANUS HENDERSON 215.0 $11K 0.00% NEW $51.16 -1.0%
595 PPL PPL CORP Utilities 302.0 $11K 0.00% NEW $36.42 -3.4%
596 PAYX PAYCHEX INC Industrials 109.0 $11K 0.00% +3.0 +2.8% $100.92 +21.8%
597 PYPL PAYPAL HOLDINGS Financial Services 245.0 $11K 0.00% -201.0 -45.1% $44.90 +38.8%
598 TGT TARGET CORP Consumer Defensive 83.0 $11K 0.00% -300.0 -78.3% $132.53 +19.4%
599 ARKK ARK INNOVATION 124.0 $10K 0.00% -112.0 -47.5% $80.65 +3.3%
600 AEHR AEHR TEST Technology 100.0 $10K 0.00% $100.00 +6.0%
Page 30 of 45  ·  891 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 29.4%
Financial Services 22.7%
Technology 21.2%
Consumer Cyclical 9.1%
Communication Services 5.1%
Industrials 4.9%
Consumer Defensive 2.7%
Utilities 2.0%
Energy 1.8%
Real Estate 0.4%